JM2 Capital’s Coca-Cola KO Stock Holding History

JM2 Capital’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$253K	Buy	2,940 +59	+2%	+$5.12K	0.17%	104
2026 Q2	$234K	Buy	2,881 +40	+1%	+$3.16K	0.16%	110
2026 Q1	$216K	Buy	+2,841	New	+$215K	0.18%	107

Other funds holding KO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JM2 Capital's KO Position: Q3 2026 in Review

JM2 Capital increased its Coca-Cola (KO) stake by 2% in Q3 2026, buying an estimated $5.12K and bringing the position to 2,940 shares worth $253K. The position accounts for 0.17% of the portfolio, ranked #104.

JM2 Capital first reported a position in KO in Q1 2026 and has held it in 3 quarters since. 2,606 funds tracked by Wall St. Rank hold KO as of Q3 2026.

JM2 Capital held 2,940 shares of Coca-Cola worth $253K as of Q3 2026.
JM2 Capital bought 59 Coca-Cola shares in Q3 2026, an estimated $5.12K.
Coca-Cola made up 0.17% of JM2 Capital's portfolio in Q3 2026, its #104 holding.
JM2 Capital first reported a position in Coca-Cola in Q1 2026 and has held it in 3 quarters since.
2,606 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.